Institutional Ownership Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI). We have compiled data on the 738 institutions that hold shares in the stock, with a total of 77.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
19,752
shares
|
$2.37 Million
0.41% of portfolio
|
Q3 2023
Reduced 13.47%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
18,980
shares
|
$2.28 Million
0.38% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
18,946
shares
|
$2.27 Million
0.27% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
18,791
shares
|
$2.25 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
18,778
shares
|
$2.25 Million
0.09% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,714
shares
|
$2.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
18,554
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
18,527
shares
|
$2.22 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
18,255
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
17,883
shares
|
$2.15 Million
0.07% of portfolio
|
Q3 2024
Added 75.75%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
17,764
shares
|
$2.13 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Mayo Clinic
Rochester, MN |
Nov 12, 2024 Q3 2024 |
17,359
shares
|
$2.08 Million
76.37% of portfolio
|
Q1 2024
Reduced 84.74%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
17,023
shares
|
$2.04 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
17,013
shares
|
$2.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 21.7%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
17,005
shares
|
$2.04 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
16,903
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Added 81.54%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
16,857
shares
|
$2.02 Million
0.36% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
16,595
shares
|
$1.99 Million
0.2% of portfolio
|
Q3 2023
Added 18.58%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
16,283
shares
|
$1.95 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
16,231
shares
|
$1.95 Million
0.05% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Roth Financial Partners LLC
|
Oct 11, 2024 Q3 2024 |
16,108
shares
|
$1.93 Million
0.78% of portfolio
|
Q4 2023
Reduced 11.73%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
15,910
shares
|
$1.91 Million
0.15% of portfolio
|
Q3 2021
Reduced 5.94%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
15,817
shares
|
$1.9 Million
0.89% of portfolio
|
Q2 2024
Added 8.68%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
15,473
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
15,450
shares
|
$1.85 Million
0.09% of portfolio
|
Q3 2024
Added 23.6%
|